CSX Corp
CSX- Exchange
- Nasdaq
- Industry
- Railroads, Line-Haul Operating
- SEC CIK
- 0000277948
In the last 90 days, CSX Corp insiders filed 0 open-market purchases and 2 sales; 1,998 institutions reported holding it in 13F filings for Q2 2026, worth $69.9B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2024
Institutional positions in CSX Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,672
- +30 vs. Q2 2024
- Shares held
- 1.42B
- +141.8M (+11.1%) vs. Q2 2024
- Total value
- $49.0B
- +$6.27B (+14.7%) vs. Q2 2024
- New holders
- 119
- 617 more added
- Sold out
- 89
- 572 more reduced
20 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,998 | $69.9B |
| Q1 2026 | 1,876 | $59.6B |
| Q4 2025 | 1,815 | $52.8B |
| Q3 2025 | 1,740 | $48.9B |
| Q2 2025 | 1,699 | $45.9B |
| Q1 2025 | 1,668 | $41.6B |
| Q4 2024 | 1,725 | $47.3B |
| Q3 2024 | 1,672 | $49.0B |
| Q2 2024 | 1,662 | $47.8B |
| Q1 2024 | 1,694 | $53.5B |
| Q4 2023 | 1,669 | $49.9B |
| Q3 2023 | 1,546 | $44.7B |
| Q2 2023 | 1,581 | $50.5B |
| Q1 2023 | 1,502 | $45.0B |
| Q4 2022 | 1,517 | $47.1B |
| Q3 2022 | 1,443 | $41.5B |
| Q2 2022 | 1,480 | $46.2B |
| Q1 2022 | 1,572 | $60.6B |
| Q4 2021 | 1,552 | $61.4B |
| Q3 2021 | 1,369 | $49.0B |
| Q2 2021 | 1,384 | $52.7B |
| Q1 2021 | 1,382 | $54.2B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding CSX Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 430 | $14.8K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 411 | $14.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $13.8K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 399 | $13.8K | 0.01% | +11+2.8% | Added |
| Lowe Wealth Advisors, LLC | 396 | $13.7K | 0.01% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 389 | $13.4K | 0.05% | +389 | New |
| Pathway Financial Advisers, LLC | 459,006 | $13.3K | 0.01% | +445,607+3,325.7% | Added |
| Sachetta, LLC | 378 | $13.1K | 0.01% | −138−26.7% | Reduced |
| Horizon Bancorp Inc | 363 | $13.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 356 | $12.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 350 | $12.1K | 0.00% | −350−50.0% | Reduced |
| Meeder Asset Management Inc | 345 | $11.9K | 0.00% | −831−70.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 345 | $11.9K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 340 | $11.7K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 340 | $11.7K | 0.01% | +1+0.3% | Added |
| Abound Wealth Management | 338 | $11.7K | 0.00% | −6−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 326 | $11.3K | 0.00% | −14−4.1% | Reduced |
| Transcendent Capital Group LLC | 325 | $11.2K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 324 | $11.2K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 316 | $10.9K | 0.00% | +316 | New |
| Insight Financial Services | 315 | $10.9K | 0.01% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 300 | $10.4K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 290 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 285 | $9.84K | 0.01% | −20−6.6% | Reduced |
| Tidemark, LLC | 282 | $9.74K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 270 | $9.32K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 267 | $9.22K | 0.01% | −381−58.8% | Reduced |
| Pineridge Advisors LLC | 263 | $9.08K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 263 | $9.08K | 0.00% | +263 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 259 | $8.94K | 0.00% | −21−7.5% | Reduced |
| Arrow Financial Corp | 252 | $8.70K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 239 | $8.25K | 0.00% | −127−34.7% | Reduced |
| Lummis Asset Management, LP | 229 | $7.91K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 225 | $7.77K | 0.00% | +225 | New |
| Beach Investment Counsel Inc | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 201 | $6.94K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 200 | $6.91K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 198 | $6.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 181 | $6.25K | 0.00% | +4+2.3% | Added |
| WR Wealth Planners, LLC | 170 | $5.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 169 | $5.83K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $5.28K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 151 | $5.23K | 0.11% | +151 | New |
| Penserra Capital Management LLC | 165 | $5.00K | 0.00% | +3+1.9% | Added |
| Cedar Wealth Management, LLC | 144 | $4.97K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 134 | $4.83K | 0.00% | −66−33.0% | Reduced |
| Richard W. Paul & Associates, LLC | 128 | $4.42K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 124 | $4.28K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 108 | $3.73K | 0.00% | +108 | New |
| Global Trust Asset Management, LLC | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 96 | $3.31K | 0.00% | +96 | New |
| True Wealth Design, LLC | 73 | $2.52K | 0.00% | −1−1.4% | Reduced |
| Arlington Trust Co LLC | 60 | $2.07K | 0.00% | +60 | New |
| Claris Advisors, LLC | 59 | $2.04K | 0.00% | +59 | New |
| Global Financial Private Client, LLC | 42 | $1.45K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 42 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 40 | $1.38K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 36 | $1.24K | 0.00% | +36 | New |
| Chilton Capital Management LLC | 34 | $1.18K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $1.04K | 0.00% | +5+20.0% | Added |
| Planned Solutions, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| 1620 Investment Advisors, Inc. | 26 | $906 | 0.00% | +26 | New |
| Bogart Wealth, LLC | 25 | $858 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 22 | $727 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 20 | $691 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 6 | $223 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 6 | $208 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 1 | $35 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,050 | – | – | +1,930+1,608.3% | Added |
| Focused Wealth Management, Inc | 479 | – | – | +479 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −2,435,068−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −1,150,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −894,100−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −490,062−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −399,300−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −155,610−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −147,460−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −139,529−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −134,732−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −125,800−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −89,916−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −85,900−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −56,024−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −54,398−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −50,100−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −36,631−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −36,170−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −32,603−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −29,654−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −27,910−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −25,507−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −25,144−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −24,543−100.0% | Sold out |